Overview
As an alternative to using the email parser, using a web-based form to request and capture copy count from the customers has the following benefits:
- user friendly and stylised format
- simpler procedure
- less error-prone
This setting is universal as such will be applicable to all active machine meters where the Count Method is Email (Automatic)
Procedure
- From the Navigation panel, click Administration > Advanced > System Types then select "SERVICE"
- Select "WEB-PORTAL-COUNTS-ENABLED" and set the Value to True
Select "COUNT-COLLECTION-OVERRIDE-EMAIL" and set the Value to an email address to be displayed on the web page (e.g., workshop@storename.com.au)
Click Save
From the Navigation panel, click Administration > Email Batch Defaults then select "Meter Count Run"
Review the template to ensure anything in your instructions to your customers is accurate to reflect the new process.
Conduct a meter count run
Customer instructions on how to complete and submit a web-based count copy request form
Click on the link provided in the copy count email received
Customer's default web browser opens and displays a web-based form
Key in a new count for all the machines/meters on the form in the specified New Count space
Click Submit Counts to return the filled form to the store
A message appears to confirm that meter readings have been submitted
Readysell will auto-update the New Count for the respective meter count run machine/meter using the submitted form
- Close the browser if needed